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Truverto: Speed Up Credit Checks, Find Sales Openings
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Truverto: Speed Up Credit Checks, Find Sales Openings

oleh TRUVERTO LLC

Turn credit reviews into a sales advantage while saving time and improving financial accuracy.

For growing mid-market businesses, managing trade credit and maintaining clean customer data shouldn't be a manual bottleneck. When your accounting team lacks the data, analytics and automation they need, then the routine credit reviews pile up, sales deals stall, and forecasting cash flow becomes less accurate. Truverto augments your finance team by integrating seamlessly with Microsoft Dynamics 365 Business Central to act as your accounts receivable co-pilot taking the manual friction out of the order-to-cash process.


Instant credit reviews: Chat with our AI Agent in Microsoft Teams or sign into Truverto’s dashboard to check the companies’ risk scores. Turn your customer and accounts receivable data into assets that grow sales, improve predictability and lower risk.

Make Credit a Sales Advantage, Not a Hurdle. Truverto bridges the gap between Sales and Finance. By automating the routine credit review process, you give your sales team the immediate green light to close deals faster. Meanwhile, Finance gets an automated 8-week collections forecast based on actual payment behaviors, allowing your team to proactively manage risk, prioritize collections, and protect your margins without needing to add headcount.

8-Week Collections Forecast: No more manual spreadsheets. Truverto uses your customers' Average Days To Pay (ADTP) and risk metrics to predict when each invoice will be paid. Have an email of the forecast directly to your team every Monday morning.

Enrich Your System of Record. Stop fighting dirty data. Truverto automatically syncs with leading credit bureaus like Creditsafe and Dun & Bradstreet to validate and update your customer master file. Ensure you always have the correct corporate hierarchy, industry codes, and verified contact details driving your financial decisions.

Sekilas

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